Lead Record: Log Box

Lead Record:  LOG box

1. Contact log:  Use this tab to manage and document any interactions with leads.


2. History: Any charges and past payment histories will appear in this tab.


3. Cleans: Any previous cleans that the lead may have had with details regarding each clean.


4. Change Log: Any changes made to the lead will be recorded in this tab as pertaining to contact details.


5. Communication Log: Any communication that is sent out through CLEO appears in this tab.


6. Text Log: This tab only appears if the office has Two Way Texting activated in CLEO.  All text exchanges between the office and the lead will appear in this tab.


7. Export: Export the current tab into an excel file.

Contact Log

Below are helpful ways to manage your call center and website leads.

Managing your call center leads (sales related phone calls and website leads)

• Know the program you have with your call center:

o Perceptionist: Do they call 6 times and text then STOP, or do they call 4 times, text and then STOP.

o Pronexis: They make 11 points of contact over 6 days and STOP.

• Pay close attention and react to the Contact Notes in the lead file for comments from the call center like:

 o No Sale: Call the Lead immediately and attempt to make the sale.

o Price Shopping: Call the Lead immediately, let me help you with price.

o Requested Date/time not available: Call immediately, see if you can make it work.

o Would like to think about it/ will call back: Call immediately and find out what they are thinking about.

o Pricing is too high: Call immediately and discuss what they were quoted and customize the clean.

o Phone disconnected: Send email immediately.

• You must pay close attention to the contact log and exhaust the sales process when the call center is done pursuing the lead. We encourage one final contact attempt by the office before considering the sales process exhausted.

All office staff should be leaving contact log notes with any action items taken with a lead.  This will make sure that everyone knows what has happened to the lead and the next steps.